Gurman talks up Apple's dilemma of dealing with heavy tariffs on Devices, that Apple is working on a 20th Anniversary iPhone & more
On Friday, a Reuters report stated that "A more expensive iPhone 16 Pro Max, with a 6.9-inch display and 1 terabyte of storage, which currently retails at US$1599, could cost nearly US$2300 ($3,300 Canadian) if a 43% increase were to pass to consumers.
One would have though that with Apple's announcement that they would spend $500 billion in the U.S. over the next four years that it would earn them a reprieve from tariffs. At present, there's no sigh of that materializing, though Trump could modify the tariffs for Apple in the coming weeks. With Apple's CEO not responding to the coming tariffs, perhaps something is in the works.
Yet for now, it looks like Apple devices are going to get hit hard. Bloomberg's Mark Gurman suggested in his past Sunday that Apple might become more aggressive with trade-in specials and installment plans to offset potential price increases.
Gurman also believes that Apple will negotiate with its supply chain to get these supply chain companies to give Apple lower pricing ; or further adjust the supply chain to disperse component suppliers/product assemblers around the world to cope with tariff challenges, so that Apple can still maintain its profit margins when facing the latest tariff policies of the US authorities.
Yet with Apple suppliers always complaining that the margins in making Apple devices are razor thin, pressure to lower margins even further may not go as far as Apple is hoping for. And with the tariff war with Canada, Canadians may put purchases of all Apple devices on hold at minimum.
On a more cheerful note, Gurman believes that Apple is planning a major iPhone redesign for it's 20th anniversary. One option is that this is when Apple's first foldable will arrive. But if the tariffs remain high, the price for the foldable may be through the roof, making it unfeasible.
The second thought from Gurman is that Apple may consider an iPhone using a "larger amount of glass material." Apple was granted a patent for a glass iPhone earlier this month. Apple's engineers first filed for an all-glass iPhone back in 2013. So it's certainly not a new idea. Gurman's description would suggest Apple won't go that drastic.
Gurman also touched on Apple's future Home Display device. With the delay of the conversational-style Siri to late 2026 will also push back the introduction of the home device to that time frame as well.
In another rumor report this weekend, IT Home states that the second-generation Apple XR headset product (or named Vision Pro 2) has entered the mass production stage and is expected to be released within the year .
The report said that multiple independent sources confirmed that the panels, shells and other key components of the second-generation Apple XR headset are already in production . Among them, Lens Technology exclusively supplies glass panels for Vision Pro 2; Changying Precision provides the shell for Vision Pro 2; and some other electronic circuit component suppliers are rushing to complete orders.
This rumor flies in the face of Gurman's view that a lower priced HMD won't arrive until 2026. Ming-Chi Kuo has suggested that 2027 was a more realistic time frame. While it would certainly be a surprise to see a new Vision-related device debut this year, I'm on the side that we won't see anything new on this front until 2027, with 2026 still being a long shot. The pace of new patents relating to a future HMD has been frantic of late. See our Archive for more details.